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Name Holding Trade Value Shares
Change
Change in
Stake
CCM
751
Coldstream Capital Management
Washington
$646K -$6.16K -50 -1%
BAIA
752
Bel Air Investment Advisors
California
$638K +$538K +4,370 New
VFA
753
Valeo Financial Advisors
Indiana
$635K +$86.3K +700 +19%
RRA
754
Round Rock Advisors
Connecticut
$634K
DY
755
Dowling & Yahnke
California
$631K +$16K +130 +3%
GWSG
756
GPS Wealth Strategies Group
Colorado
$624K +$41.9K +340 +9%
FFG
757
Frisch Financial Group
New York
$622K +$77.6K +630 +17%
GT
758
Glenview Trust
Kentucky
$621K
AMM
759
American Money Management
California
$618K +$4.93K +40 +1%
OA
760
Oxbow Advisors
Texas
$614K -$1.23K -10 -0.2%
TCM
761
Traynor Capital Management
Pennsylvania
$610K -$13.6K -110 -3%
EWM
762
Evercore Wealth Management
New York
$605K
SHGA
763
Sand Hill Global Advisors
California
$605K +$510K +4,140 New
WJA
764
Willis Johnson & Associates
Texas
$603K -$59.1K -480 -10%
BWP
765
Baldwin Wealth Partners
Massachusetts
$603K
SSWG
766
Seven Springs Wealth Group
Tennessee
$603K +$139K +1,130 +38%
SWA
767
SFMG Wealth Advisors
Texas
$595K
FHC
768
First Heartland Consultants
Missouri
$593K +$37K +300 +8%
QCM
769
Quest Capital Management
Texas
$587K -$57.9K -470 -10%
SOW
770
State of Wyoming
Wyoming
$587K +$224K +1,820 +83%
Arrowstreet Capital
771
Arrowstreet Capital
Massachusetts
$585K +$493K +4,000 New
Koshinski Asset Management
772
Koshinski Asset Management
Illinois
$584K -$418K -3,390 -46%
WWA
773
WC Walker & Associates
California
$584K +$9.86K +80 +2%
GIM
774
Grassi Investment Management
California
$581K +$61.6K +500 +14%
WFI
775
West Family Investments
California
$580K +$489K +3,970 New